LEICESTER MIDDLE SCHOOL DESIGNER REQUEST FOR SERVICES. ADDENDUM No. 1

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1 LEICESTER MIDDLE SCHOOL DESIGNER REQUEST FOR SERVICES ADDENDUM No. 1 September 21, 2018 Proposals Due: Wednesday, October 3, 2018, 2:00 PM NV5, 70 Fargo Street, Boston, MA NOTICE TO RESPONDENTS Section #1 The following attachments are included with this Addendum #01 as part of the Designer RFS: Sign-In Sheet from Designer Site Briefing on September 12, 2018 Attachment A Statement of Interest Attachment B Contract for Designer Services (Base Contract for DBB or CMR Project) Attachment C Standard Designer Application Form for Municipalities and Public Agencies not within DSB Jurisdiction Attachment D Required Certifications Non-Collusion and Tax Compliance Form Attachment E MSBA Designer Selection Panel s (DSP) Procedures Section #2 The following questions received, prior to the scheduled deadline of September 18, 2018 at 2:00PM: Q1. The RFP states a requirement that 17.9% of the consultant team be WBE or MBE firms. Will the City of Leicester allow Veteran-owned Business Enterprises to partake of the similar diversity hiring practices as well? A1. MBE and WBE are State requirements. A business being Veteran-owned would not meet the criteria for MBE and WBE. Q2. There is no link or attachment for Attachment D Certifications in the Leicester Middle School RFP advertised on September 5. Are there any certifications that need to be included with the response? A2. Attachment D Required Certifications is included herein, with Addendum #01.

2 Leicester Middle School Designer RFS Addendum No Q3. Does the school have Town sewer? A3. Yes, the School does have Town sewer. Q4. What are the Town's wetland set back requirements? A4. Please contact the Leicester Zoning Department or Conservation Commission for this information. Q5. The current school enrollment is 412 students. The MSBA approved enrollment options for Grades 6-8 has been identified as 330 students. Can you please confirm that his number is correct? A5. The MSBA recommends study enrollments for the Proposed Project as follows: Grades 6-8: 330 students; Grades 5-8: 440 students; Grades K-8: 930 students. Q6. Is it possible to schedule a tour of the Leicester Primary School and Leicester Memorial School prior to the proposal deadline as the RFS suggests the designers familiarize ourselves with the current programs and building limitations of both these schools? A6. There will be another opportunity to visit the school on Tuesday, September 25, 3:30 at Leicester Memorial School. Q7. There was mention at the walkthrough of providing us with existing floor plans. Will these be forth coming? A7. The Leicester Public Schools Facilities Master Plan, prepared by Johnson Roberts Associates, includes floor plans and is available on the project website: Q8. Can you confirm the MSBA proposal review and interview dates? A8. MSBA confirmed dates are 11/06 for designer proposal review and 11/20 for designer interviews. Q9. Will the SOI be attached to the addendum? A9. The SOI is included herein, with Addendum #01. - END -

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5 Request for Designer Services (RFS) Leicester Middle School Project Leicester, MA July September 11, , ATTACHMENT A STATEMENT OF INTEREST

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27 Request for Designer Services (RFS) Leicester Middle School Project Leicester, MA July September 11, , ATTACHMENT B CONTRACT FOR DESIGNER SERVICES (Base Contract for DBB or CMR Project)

28 CONTRACT FOR DESIGNER SERVICES (BASE CONTRACT FOR DESIGN BID BUILD OR CM at RISK PROJECT) This Contract is made as of this day of in the year between (day) (month) (year) the, (Owner), Massachusetts, (City) (State) (Zip Code) hereinafter called "the Owner" and (Designer),,, (street) (city) (State) (Zip Code) hereinafter called the Designer for the Designer to provide the designer services required to complete the Basic and Extra Services described herein at (name/description of Project) (street) The Designer is authorized to perform the services required by this Contract through the Feasibility Study Phase and, pending receipt of a written Approval to proceed from the Owner, through the Schematic Design Phase. At the Owner s option, the Designer may be authorized to perform services for subsequent design phases and/or the Construction Phases and Completion Phase, at which time a mutually agreed upon amendment to this Contract will be executed between the Owner and the Designer. If the Owner elects to construct the Project using the CM at Risk ( CM-R ) construction delivery method pursuant to M.G.L. c. 149A, this Contract shall be amended using the Authority s Standard Amendment for CM-R, as it may be amended from time to time by the Authority. If the Owner elects to construct the Project using the Design-Bid-Build ( DBB ) construction delivery method pursuant to M.G.L. c. 149, this Contract shall be amended using the Authority s Standard Amendment for DBB, as it may be amended from time to time by the Authority. For the performance of the services required under this Contract for the Feasibility Study Phase and the Schematic Design Phase, and excluding those services specified under Articles 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, and 8.3, the Designer shall be compensated by the Owner for Basic Services in accordance with the Payment Schedule included as Attachment A. Designer s Project Architect/Engineer: The Subconsultants to provide services, either as Basic or Extra Services, to the Designer under this contract may include the following, as identified on the RFS: Civil Engineering Landscape Architecture Structural Engineering Fire Protection Engineering Plumbing Engineering HVAC Engineering Electrical/Lighting/ Data/Communications Name of Firm Name of Principal MBE/ WBE MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 1

29 Environmental Permitting Geotechnical Engineering Hazardous Materials Cost Estimating Kitchen/Food Service Consultant Laboratory Consultant Acoustical Consultant Specifications Consultant Library/Media/Audio Visual Consultant Technology Consultant Theatrical Consultant Sustainable/Green Design/Renewable Energy Consultant Code Consultant Accessibility Consultant Traffic Consultant Furniture, Fixtures and Equipment Consultant Site Surveying Security Consultant IN WITNESS WHEREOF, the Owner and the Designer hereby agree to the terms of the Contract and have caused this Contract to be executed by their respective authorized officers or other authorized representatives. OWNER (print name) By Date (print title) (signature ) DESIGNER (print name) By Date (print title) (signature) MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 2

30 TABLE OF CONTENTS PROJECT DESCRIPTION, FEE AND SIGNATURES... ARTICLE 1 DEFINITIONS... ARTICLE 2 ARTICLE 3 ARTICLE 4 ARTICLE 5 ARTICLE 6 ARTICLE 7 RELATIONSHIP OF THE PARTIES.. RESPONSIBILITIES OF THE OWNER. RESPONSIBILITIES OF THE DESIGNER SUB-CONSULTANTS... COMPENSATION. BASIC SERVICES ARTICLE 8 EXTRA SERVICES... ARTICLE 9 REIMBURSABLE EXPENSES... ARTICLE 10 COMPENSATION AND RESPONSIBILITY FOR CHANGE ORDERS ARTICLE 11 RELEASE AND DISCHARGE... ARTICLE 12 ASSIGNMENT, SUSPENSION, TERMINATION, NO AWARD... ARTICLE 13 NOTICES... ARTICLE 14 INDEMNIFICATION... ARTICLE 15 INSURANCE... ARTICLE 16 OWNERSHIP OF DOCUMENTS. ARTICLE 17 STATUTORY REQUIREMENTS. ARTICLE 18 MISCELLANEOUS... ATTACHMENT A ATTACHMENT B ATTACHMENT C ATTACHMENT D ATTACHMENT E ATTACHMENT F PAYMENT SCHEDULE REQUEST FOR DESIGNER SERVICES (RFS) M/WBE PARTICIPATION SCHEDULE LETTER OF INTERNAL CONTROL (DESIGNER) LETTER FROM CPA ON INTERNAL CONTROLS FORM OF DESIGNER CONTRACT AMENDMENT MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 3

31 ARTICLE 1: DEFINITIONS All terms that this Contract defines may be used with or without initial capital letters. Other terms, abbreviations and references are defined as they appear herein. Words and abbreviations that are not defined in the Contract Documents but which have recognized technical or trade meanings are used in accordance with those meanings. APPLICABLE LAWS All applicable laws, statutes, ordinances, by-laws, codes, rules and regulations, of the Commonwealth of Massachusetts, its political subdivisions, and the Federal Government applicable to the Project. APPROVAL -- A written communication from the Owner approving the work of the current Phase, as identified on Attachment A, or authorizing the Designer to proceed to the next Phase or approving the scope and compensation for either Extra Services or Reimbursable Expenses. AUTHORITY Massachusetts School Building Authority or its authorized representative, created by St. 2004, c BASIC SERVICES The scope of services to be provided by the Designer under this Contract, unless the Contract is otherwise terminated pursuant to Article 12, as described in Article 7 of this Contract, and as it may be amended pursuant to Article CERTIFICATE OF FINAL COMPLETION The form prescribed by the Authority which contains the certification of the Designer, OPM and the Owner that the Project has reached Final Completion. CERTIFICATE OF SUBSTANTIAL COMPLETION The certificate prepared by the Designer and approved by the Owner to the effect that the Work has reached Substantial Completion. CHANGE ORDER A written instrument prepared by the Designer and signed by the Owner, Owner s Project Manager, Contractor or CM at Risk, and Designer, stating their agreement on a change in the Construction Contract Documents, including, but not limited to, a change in the Contract Sum and/or Contract Time, and/or any other specification in the Construction Contract Documents. COMMISSIONING CONSULTANT A person or firm engaged by the Authority to provide building commissioning services, including advisory services during design and construction. CONSTRUCTION CONTRACT DOCUMENTS The Construction Contract Documents consist of the Owner-Contractor or Owner-CM at Risk Agreement, Advertisement, Instructions to Bidders, Bidding Documents, Contract Forms, Conditions of the Contract, Drawings, Plans, Technical Specifications, all addenda issued prior to execution of the Construction Contract, and other documents approved after execution of the Owner-Contractor or Owner-CM at Risk Agreement relating thereto. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 4

32 CONSTRUCTION MANAGEMENT AT RISK or CONSTRUCTION MANAGEMENT AT RISK SERVICES or CONSTRUCTION MANAGEMENT AT RISK DELIVERY METHOD or CM at RISK DELIVERY METHOD - a construction method described in M.G.L. c. 149A wherein a Construction Management at Risk firm provides a range of preconstruction services and construction management services which may include cost estimation and consultation regarding the design of the building project, the preparation and coordination of bid packages, scheduling, cost control, and value engineering, acting as the general contractor during the construction, detailing the Trade Contractor scope of work, holding the trade contracts and other subcontracts, prequalifying and evaluating Trade Contractors and subcontractors, and providing management and construction services, all at a Guaranteed Maximum Price, which shall represent the maximum amount to be paid by the public agency for the building project, including the cost of the work, the general conditions and the fee payable to the Construction Management at Risk Firm. CONSTRUCTION MANAGER AT RISK, CONSTRUCTION MANAGEMENT at RISK FIRM or CM at RISK the individual, corporation, partnership, sole proprietorship, joint stock company, joint venture or other entity with whom the Owner has contracted pursuant to M.G.L. c. 149A, 6 & 7, to provide Construction Management at Risk Services. CONTRACT This Contract, inclusive of all Attachments, between the Owner and the Designer; all written amendments to this Contract; and all Approvals issued pursuant to this Contract. CONTRACTOR OR GENERAL CONTRACTOR The person or firm with whom the Owner has contracted pursuant to M.G.L. c. 149, 44A-44M to perform the construction for this Project. CONTRACTOR APPLICATION AND CERTIFICATE FOR PAYMENT The form prescribed by the Owner which contains the Contractor s or CM at Risk s application or requisition for periodic or final payment for Work performed in accordance with the Construction Contract Documents and the Designer s certificate for payment as approved by the OPM and the Owner. DESIGNER The individual, corporation, partnership, sole proprietorship, joint stock company, joint venture or other entity identified as such on page one of this Contract performing architecture, landscape architecture, and/or engineering services under this Contract and which meets the qualifications set forth in M.G.L. c. 7 38A 1/2. DESIGNER SERVICES The services to be performed by the Designer and its Subconsultants under this Contract including developing and providing all data, designs, drawings, specifications and estimates required for the Project. DISTRICT see OWNER. EXTRA SERVICES Services requested by the Owner to be performed by the Designer but which are additional (or "extra") to the services performed as Basic Services. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 5

33 FEASIBILITY STUDY AGREEMENT The agreement between the Owner and the Authority that sets forth the terms and conditions pursuant to which the Authority will collaborate with the Owner in conducting a feasibility study, which agreement shall include the budget, scope and schedule for the feasibility study. FEE FOR BASIC SERVICES The fee to be paid to the Designer for satisfactorily performing the Basic Services required under this Contract, exclusive of the compensation to which the Designer may be entitled pursuant to Articles 8 (Extra Services) and 9 (Reimbursable Expenses). FINAL COMPLETION The Work has been completed in accordance with the Construction Contract Documents and the educational specifications, schematic plans and drawings and the Project Funding Agreement approved by the Authority. FINAL DESIGN PROGRAM A description of the programmatic, functional, spatial, and environmental requirements of the Project in written and graphic form indicating the scope of work and design requirements of the Project. GENERAL LAWS The Massachusetts General Laws as amended, including any rules, regulations and administrative procedures implementing said laws. GUARANTEED MAXIMUM PRICE or GMP - The agreed total dollar amount for the Construction Management at Risk services, including the cost of the Work, the general conditions and the fees charged by the Construction Management at Risk firm. GUIDELINES AND STANDARDS Documents published by the Authority including regulations and procedures that supplement the tasks of Designers contracting with Owners for projects receiving any funding from the Authority, as they may be amended from time to time by the Authority. MATERIALS The designs, drawings, project manual specifications, and other materials prepared by the Designer as defined in Article MBE/WBE A minority-owned business (MBE) or a women-owned business (WBE) certified by the State Office of Minority and Women Business Assistance (SOMWBA). NOTICE TO PROCEED The written communication issued by the Owner to the Contractor or CM at Risk authorizing him to proceed with the construction contract and establishing the date for commencement of the contract time. OWNER The entity identified as such on page one of this Contract, or its authorized representative, that is the owner of the property that is the site of the Project, or has or will have exclusive control over the site for at least the duration of the useful life of the school facility that is the subject of the Project, and is responsible for administering this Contract. OWNER-CONTRACTOR AGREEMENT or OWNER GENERAL CONTRACTOR AGREEMENT The contract between the Owner and one or more General Contractors and/or MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 6

34 goods or services providers for construction of a whole or part of the Project, including approved change orders. OWNER-CM at RISK AGREEMENT The contract between the Owner and the CM at Risk, including, but not limited to, the GMP Amendment, for the provision of Construction Management at Risk Services for the Project. OWNER S PROJECT MANAGER or OPM The individual, corporation, partnership, sole proprietorship, joint stock company, joint venture or other entity with whom the Owner has contracted to perform the Project Management Services for this Project, and who meets the qualifications of M.G.L. c. 149, 44A ½ and has been approved by the Authority. PHASE A distinct portion of the work of this Contract and its associated duration, as identified on Attachment A. Prior Approval to proceed for each Phase is required from the Owner. PRINCIPALS The owner(s) and/or officer(s) of the Designer or Subconsultant who are in responsible charge of the Project. PROJECT All work that pertains to the study, planning, programming, design, construction, reconstruction, installation, demolition, maintenance and repair, if any, as described in the Project Scope and Budget Agreement and Project Funding Agreement. PROJECT ARCHITECT AND/OR PROJECT ENGINEER The individual designated by the Designer as its Project Architect or Project Engineer. Such Project Architect or Project Engineer shall be a registered architect, engineer or landscape architect as required by the Request For Designer Services, shall be the person who shall oversee the performance of all services provided on the Project and shall be certified in the Massachusetts Certified Public Purchasing Official Program as administered by the Inspector General of the Commonwealth of Massachusetts. PROJECT CONSTRUCTION BUDGET That portion of the Total Project Budget that enumerates the cost of constructing the Project inclusive of all designed construction, demolition, and renovation work, all supportive and preparatory construction work required for the Project, the General Contractor or the CM at Risk and all subcontractors, suppliers, materials, equipment, general conditions, insurance, overhead and profit and all other expenditures that are ordinarily considered as construction cost allocations. The Project Construction Budget includes the design contingency,, bidding contingency, and price escalation contingency, as appropriate to the phase of the Project. PROJECT FUNDING AGREEMENT the Project Funding Agreement described in the 963 CMR 2.02 and executed by the Authority and the Owner. PROJECT SCHEDULE A complete list of all activities, time and sequence required to complete the Project, as defined in the Project Scope and Budget Agreement or Project Funding Agreement. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 7

35 PROJECT SCOPE AND BUDGET AGREEMENT the Agreement described in 963 CMR 2.10(10) and executed by the Authority and the Owner. RECORD DRAWINGS The drawings prepared by the Designer and its Subconsultants pursuant to Article of this Contract which incorporate the design changes made during the construction period and which incorporate information on the marked-up prints, as-built drawings and other data furnished by the General Contractor or CM at Risk and any subcontractors. REIMBURSABLE EXPENSES Costs and expenses incurred by the Designer that are reimbursable pursuant to the provisions of Article 9 of this Contract. REQUEST FOR DESIGNER SERVICES or RFS The written document appended hereto as Attachment B specifying various requirements including the project goals and general scope, project site, scope of services, submission requirements, schedule, and construction budget. STANDARD OF CARE The generally accepted professional standard of care ordinarily used by design professionals performing a similar scope of services in the same geographic area on projects of comparable size and complexity. SUBCONSULTANT The Subconsultants listed on page 1 of this Contract, together with any additional Subconsultants engaged by the Designer from time to time, which shall be an individual, company, firm, or business having a direct contractual relationship with the Designer, who provides services on the Project. SUBCONTRACTOR The person or entity having a direct contractual relationship with the Contractor,or CM at Risk who has the contract to perform the construction of the Project, except as otherwise specifically provided or required herein or by Law. Subcontractor when used also means Trade Contractor except when otherwise specified. SUBSTANTIAL COMPLETION The Work, as evidenced by the Certificate of Substantial Completion, is fully complete or substantially complete so that the value of the Work remaining to be done is, in the estimate of the Owner, less than one percent of the original contract price, or (2) the Contractor substantially completes the work and the Owner takes possession for occupancy, whichever occurs first. TOTAL PROJECT BUDGET A complete and full enumeration of all costs of the Project, as defined in the Project Scope and Budget Agreement or Project Funding Agreement. TRADE CONTRACTOR a subcontractor having a direct contractual relationship with a Contractor or CM at Risk to perform one or more so-called sub-bid classes of work listed in M.G.L. c.149, 44F, and anyl other sub-bid classes of work selected by the Owner for the Project in accordance with the provisions of either M.G.L. 149, 44F(1)(a) or M.G.L. c. 149A, 8(a). WORK The entire construction required to be furnished under the Construction Contract Documents. Work includes performing and furnishing any and all services, obligations, duties, MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 8

36 responsibilities, labor, materials, equipment, temporary facilities, and incidentals necessary to complete the construction assigned to, or undertaken by the Contractor or the CM at Risk pursuant to the Construction Contract Documents. ARTICLE 2: RELATIONSHIP OF THE PARTIES 2.1 The Owner s Project Manager shall act as an independent contractor of the Owner in providing certain project management services required for the Project required for the project except where the OPM is an existing public employee of the Owner as described in M.G.L. c. 149, 149A1/ The Designer is solely responsible for providing the design for the Project and for performing in accordance with this Contract. 2.3 The Contractor or CM at Risk, as the case may be, shall be solely responsible for construction means, methods, techniques, sequences and procedures, the Contractor s or CM at Risk s schedules, and for safety precautions and programs in connection with the Project and for performing in accordance with the Owner-Contractor or Owner - CM at Risk Agreement. The Designer shall be responsible for the Designer s negligent acts or omissions but shall not have control over or charge of acts or omissions of the Contractor or CM at Risk, Subcontractors, or the agents or employees of the Contractor or CM at Risk or Subcontractors, the Owner s Project Manager, the Authority or its Commissioning Consultant or other technical consultants. 2.4 Nothing in this Contract shall be construed as an assumption by the Designer of the responsibilities or duties of the Contractor or CM at Risk or the Owner s Project Manager. It is the intention of the parties that the Designer s services shall be rendered in a manner compatible with and in coordination with the services provided by the Owner s Project Manager and the Commissioning Consultant. It is not intended that the services of the Designer and the Owner s Project Manager or the Commissioning Consultant be competitive or duplicative, but rather complementary. The Designer shall be entitled to rely upon the Owner s Project Manager, Commissioning Consultant and Contractor or CM at Risk for the proper performance of their obligations pursuant to their respective contracts with the Owner. ARTICLE 3: RESPONSIBILITIES OF THE OWNER 3.1 The Owner shall have the right to approve the Designer s work. 3.2 The Owner shall designate an individual who shall have the authority to act on behalf of the Owner under this Contract and who shall be responsible for day-to-day communication between the Owner and the Designer. 3.3 Upon satisfactory completion of services performed, the Owner shall make payments to the Designer as provided in Articles 6, 7, 8 and 9, 10 and 11. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 9

37 3.4 To the extent such data is available, the Owner shall furnish to the Designer existing surveys of the site, building plans, borings, test pits, structural, mechanical, chemical or other test data, tests for air and water pollution and for hazardous materials, photographs, reports and utility information. The Designer shall be entitled to reasonably rely upon the sufficiency and accuracy of the information furnished to the Designer under this Article 3.4 and under Article 4.11, provided that the Designer shall coordinate its services with the services of the Owner s consultants and shall notify the Owner in writing of any deficiencies in such data of which the Designer becomes aware. 3.5 Except as otherwise provided in this Contract, or when direct communications have been specially authorized, the Owner shall endeavor to communicate with the Contractor or CM at Risk and the Designer s consultants through the Designer about matters arising out of or relating to the Construction Contract Documents. The Owner shall promptly notify the Designer of any direct communications that may affect the Designer s services. 3.6 The Owner shall provide the Designer access to the Project site prior to commencement of the Work and shall obligate the Contractor or CM at Risk to provide the Designer access to the Work wherever it is in preparation or progress. 3.7 If the Owner requests the Designer to execute any certificates that are not readily available as of the effective date of this Contract, the proposed language of such certificates shall be submitted to the Designer for review at least 14 days prior to the requested dates of execution. The Designer shall not be required to execute certificates or consents that would require knowledge, services or responsibilities beyond the scope of this Contract. 3.8 The Owner shall deliver to the Designer in a timely manner written copies of all Approvals required by this Contract. If Approval is withheld, the Owner shall notify the Designer in a timely manner in writing why such Approval is being withheld. 3.9 The Owner shall not unreasonably withhold, delay, condition, or deny any approval, acceptance, or consent required under this Contract, including any Approval. ARTICLE 4: RESPONSIBILITIES OF THE DESIGNER 4.1 The Designer shall perform the Designer Services in accordance with the requirements of this Contract, and in accordance with the Standard of Care. The Designer shall exercise due care and diligence in the rendition of all services under this Contract in accordance with such professional standards and shall exercise the Standard of Care to provide the services required under this Contract in conformity with all Applicable Laws. 4.2 The Designer shall be responsible for the Designer Services including any changes to such Services that may be required in accordance with this Contract. The Designer shall furnish appropriate competent professional services for each of the Phases in accordance with the Standard of Care. Any changes, corrections, additions or deletions requested by the Owner and the Authority shall be incorporated into the design of the Project unless detailed objections thereto are issued in writing by the Designer, subject to Article Nothing MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 10

38 herein shall be construed as an assumption by the Owner or the Authority of the responsibilities or duties of the Designer. 4.3 The Designer Services shall be performed as expeditiously as is consistent with orderly progress of the work, consistent with the agreed upon project design schedule as established under Article and as it may thereafter be amended by the parties from time to time. In the event of delays due to causes outside of the Designer s control, the project design schedule may be extended as necessary, and Designer s compensation may be equitably adjusted pursuant to Article 6.6 to the extent that Designer incurs additional direct costs caused by the delay. Time is of the essence for the duration of this Contract. 4.4 The Designer shall provide the scope of services required by this Contract, as described in more detail in the RFS and Attachment A. 4.5 The Designer shall comply with the terms and conditions of all project agreements executed between the Owner and the Authority and any and all administrative directives issued by the Authority, now in effect or hereafter promulgated during the term of this Contract, without any additional compensation, that are applicable to Designer s Services under this Contract and that have been provided or are readily available to Designer prior to such Services being performed. The Owner shall reasonably compensate the Designer for complying with any term or condition of a project agreement executed between the Owner and the Authority or any administrative directive issued by the Authority, that was not provided to or was not readily available to the Designer prior to such Services being performed and that materially impacts the Designer s scope or other aspect of its Services, Fee, schedule, or any obligations and responsibilities under this Contract. 4.6 The Designer acknowledges the importance that the Owner attributes to the abilities and qualifications of the key members of the Designer s team, including Subconsultants, and the continuity of key members participation in the services to be provided under this Contract. This Contract has been entered into in reliance on the Designer s representation that the individuals, consultants, assignments and responsibilities will be maintained throughout the duration of this engagement. No substitution or replacement of individuals or change in the Subconsultants, listed on pages 1-2 of this Contract, shall take place without the prior written approval of the Owner and the Authority, except when necessitated by causes beyond the Designer s control (such causes shall include if an individual leaves or is no longer associated with the Designer s firm). If the Designer proposes to replace one of the members of the Designer s team, the Designer shall propose a person or consultant with qualifications at least equal to the person or firm the Designer proposes to replace. The Owner and the Authority shall have the right to approve any substitution or replacement or change in status for the persons or Subconsultants listed on page 1-2 of this Contract and such approval shall not be unreasonably withheld. At the request of the Owner, the Designer shall consult with the Owner to resolve any situation in which the Owner determines that a member of the Designer s team is failing to perform services in an acceptable manner to the Owner. The Owner shall have the right to direct the removal of any such person or consultant. The Owner shall work in good faith with the Designer to resolve any material problems identified by the Owner in writing regarding performance of the Designer s obligations under this Contract. No act or omission of the Owner or the Authority made or permitted under this Article shall relieve the Designer of its responsibility for the performance of the services specified in this Contract. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 11

39 4.7 The Designer shall compile and distribute a job directory which includes all names, addresses, phone and fax numbers, and addresses of the representatives of the Designer and their Subconsultants. This shall be distributed upon commencement of the services, and shall be updated and redistributed as project participants and/or contact information change. 4.8 The Designer shall employ at all times adequate professional and support personnel with requisite expertise and adequate numbers to assure the complete, timely performance of the obligations of the Designer. The Designer shall acquaint its employees and Subconsultants with all provisions of the General Laws governing public construction projects, including but not limited to M.G.L. c. 149, M.G.L. 149A, and M.G.L. c. 30, that are relevant to the performance of Designer s obligations under this Contract. When directed by the Owner, the Designer shall fully cooperate with the Owner in obtaining the Criminal Offender Record Information (CORI) of the Designer and its employees and of any Subconsultants and their employees in accordance with the provisions of M.G.L. c. 71, 38R, M.G.L. c. 6, B (the so-called CORI Law), any other applicable law, and District policy. All contracts between the Designer and each Subconsultant shall include appropriate provisions requiring the Subconsultant to fully cooperate with the Owner in obtaining the Criminal Offender Record Information (CORI) of the Subconsultant and its employees as aforesaid. 4.9 The Designer shall be and shall remain liable to the Owner for all damages incurred by the Owner as a result of the failure of the Designer or its Subconsultants to perform in conformance with the terms and conditions of this Contract Design Within the Project Construction Budget The Designer shall prepare cost estimates for the Project as described in Article 7 of this Contract or at more frequent intervals as required in the RFS. Unless otherwise specified in the RFS, the cost estimates shall be considered Basic Services and the Designer is not eligible for any additional compensation for preparing the same. The format for cost estimates shall be in accordance with the requirements of the Authority The Designer shall produce a design for the Project meeting the requirements of the scope of work described in the RFS to be constructed within the Project Construction Budget, provided that the Designer shall be permitted to recommend to the Owner such adjustments to the Project s design, consistent with the Project Funding Agreement, as the Designer reasonably believes may be required to adhere to the Project Construction Budget. In the event the Designer s cost estimate for the Project (as reconciled in accordance with the provisions of this Contract) exceeds the Project Construction Budget, the Owner may require the Designer to revise the design, drawings and specifications to keep the cost estimate for the Project within the Project Construction Budget. The Designer shall not be entitled to extra compensation for making such revisions to contain costs within the Project Construction Budget In a Project constructed pursuant to M.G.L. c. 149, 44A-M, if the Project Construction Budget is exceeded by the lowest bona fide, responsible bid by any MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 12

40 amount, the Owner shall direct the Designer to review and compare the Project Construction Budget with the bids received to identify the variances. Upon completion of this review and submission of the Designer s report to the Owner and Authority, the Owner shall, with the approval of the Authority: (a) direct the Designer to revise the Final Design Program, Project scope and quality as required to reduce the estimated construction costs to be within the Project Construction Budget, in accordance with Article of this Contract; or (b) give written approval to the Designer of an increase in the Project Construction Budget; or (c) authorize rebidding of the Project within a reasonable time; or (d) terminate this Contract in accordance with Article 12.3; or (e) implement any other mutually accepted alternative that the Owner and the Designer may agree on In a Project constructed pursuant to M.G.L. c. 149A, the Designer shall be responsible for managing the design of the Project to stay within the Project Construction Budget. If the GMP proposal submitted by the CM at Risk exceeds the Project Construction Budget, the Designer shall review and compare the Project Construction Budget with the GMP proposal submitted by the CM at Risk to identify the variances. Upon completion of this review, if directed by the Owner, the Designer shall assist the Owner in negotiating a GMP within the Project Construction Budget in accordance with Article If a GMP cannot be successfully negotiated between the Owner and the CM at Risk within the Project Construction Budget, the Owner shall, with the approval of the Authority: (a) direct the Designer to participate with the Owner, OPM, and CM at Risk in design reviews and revise the design, including appropriate revisions to drawings and specifications, as necessary in order to reach an agreement on a GMP within the Project Construction Budget; in accordance with Article ; or (b) give written approval to the Designer of an increase in the Project Construction Budget and resume negotiating a GMP with the CM at Risk; or (c) terminate this Contract in accordance with Article 12.3; or (d) implement any other mutually accepted alternative that the Owner and the Designer may agree on (a) If the Owner chooses to proceed under Article (a) or (a), the Designer and its Subconsultants, without receiving additional compensation, except if fewer than three bona fide, responsible bids were received (in the case of a Project constructed pursuant to M.G.L. c. 149, 44A-44M) or (in the case of a Project MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 13

41 constructed pursuant to G.L. c. 149A) if fewer than three bona fide responsible Trade Contractor or so-called non-trade contractor bids for each category of work were received, or if (b) and/or (c) applies, shall cooperate in revising the designs, drawings and specifications as may be required to reduce or modify the quality or scope or both, of the Project so that they will comply with the Project Construction Budget as approved at the conclusion of the Construction Documents Phase or as amended. Any changes to the educational program or the approved space summary shall be subject to the written approval of the Authority. Upon completion of these revisions, the Designer shall also be required to produce a revised cost estimate demonstrating that the estimated cost of the Project does not exceed the Project Construction Budget. Revising the designs, drawings, and specifications and updating the cost estimate shall be the sole obligation on the part of the Designer with respect to (a) or (a); (b) If the Owner elects to proceed with revisions that significantly increase the complexity either of the Construction Contract Documents themselves or the Construction Administration Phase services that the Designer will have to provide, then the Designer shall be entitled to an equitable adjustment in its Fee to reflect the impact on its services; (c) If the bid or proposal referenced in or above was submitted on a date that is more than three (3) months after approval of the Construction Contract Documents then such revisions shall be Extra Services The Designer must receive written approval of the Owner and the Authority before the Project Construction Budget shall be considered amended Additional Tests and Surveys: The Designer shall be responsible for reviewing the surveys, investigations, testing and reports completed by the Owner and as provided under Article 3.4, and determining the types of additional or expanded surveys, investigations, or testing required for the Project. Such services shall be provided by qualified specialty Subconsultants as necessary. Both the types of services and the Subconsultants shall be approved by the Owner. In the event that the Designer employs the services of a Subconsultant to provide such services, the Designer shall employ such Subconsultants who have the professional liability insurance coverage described in paragraph covering such services, to the extent that such insurance coverage is generally available to Subconsultants. The Designer shall, upon the Owner s written request, assign to the Owner the Designer s contractual right to pursue a claim against such Subconsultants. Such services shall be paid for as provided in Article 8 Extra Services unless such services are specifically included as Basic Services in the RFS. Such services may include but need not be limited to: Site surveys; Structural tests and materials tests; Geotechnical and geoenvironmental investigations and reports, including existing buildings hazardous material reports, boring tests, test pits, observation wells, testing and chemical analysis of site substrate conditions; Traffic studies. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 14

42 ARTICLE 5: SUBCONSULTANTS 5.1 The Designer may engage Subconsultants, subject to the prior written approval of the Owner and subject to Article 9.3, in order to perform services under this Contract. If Subconsultants are engaged, the person responsible for, and in control of, the Subconsultant services to be provided must be professionally registered or licensed in Massachusetts in the necessary disciplines for the services if such registration or licensing is required under the applicable General Laws. The engagement of Subconsultants shall not in any way relieve the Designer from its duties and responsibilities for its work, including, without limitation, coordinating all Designer Services furnished under this Contract by the Subconsultants. 5.2 Upon request, the Designer shall provide the Owner with copies of its agreements with Subconsultants, including any amendments thereto and copies of the Subconsultant s applicable certificates of insurance. 5.3 No substitution of Subconsultants and no use of additional Subconsultants or assignment of services shall be made without prior written approval of the Owner, which approval shall not be unreasonably withheld. ARTICLE 6: COMPENSATION 6.1 For the satisfactory performance of all services required pursuant to this Contract, excluding those services specified under Articles 8 and 9, the Designer shall be compensated by the Owner in the amounts specified in Attachment A as that Fee may be amended by written amendment to this Contract. 6.2 When the Designer receives payment from the Owner, the Designer shall promptly make payment to each Subconsultant whose work was included in the work for which such payment was received unless payment has been theretofore made. The Owner shall have the contractual right to investigate any breach of performance of a Subconsultant and to initiate corrective measures it determines are necessary and in the best interest of the Owner. All contracts between the Designer and its Subconsultants shall include a provision in which the Owner s rights to initiate corrective action shall be stipulated. 6.3 Payment Schedule Payments for Basic Services shall be made monthly and, where applicable, shall be in proportion to services performed within each Phase. The amount of fees attributable to each Phase shall be as set out in the schedule in Attachment A. Payment for approved Reimbursable Expenses and/or Extra Services shall be made monthly upon receipt of an approved invoice from the Designer The Owner shall make payments to the Designer within 30 days of the Owner s approval of an invoice from the Designer. The Owner s payment for any services provided under this Contract shall not be construed to operate as a waiver of any rights under the Contract or any cause of action arising out of performance of the Contract. The Owner shall not withhold payments to offset costs alleged to have been incurred by the Owner on account of allegedly negligent acts, errors or omissions unless the Designer agrees or has been found liable for specific amounts in a binding agreement or court judgment, or unless the Designer fails to maintain the professional MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 15

43 liability insurance required under paragraphs and The Owner may withhold approval of invoice items the Owner reasonably believes have not been performed in accordance with this Contract, including adjustments to payment amounts in instances where required submittals to the Authority may be found to be missing or incomplete. If Owner and Designer continue to disagree, the disagreement shall be immediately submitted to mediation in accordance with paragraph 18.5(b). 6.4 Installment Payments During Construction During the construction Phase, the Designer shall be paid the Fee for Basic Services stipulated in Attachment A Payments to the Designer during the construction Phase shall be made in equal monthly installments for the duration of the construction Phase. The amount of each payment shall be determined by dividing 95% of the fee for Construction Phase/Final Completion as stipulated in Attachment A by the number of months between the Notice to Proceed and the scheduled issuance of the Certificate of Substantial Completion as indicated in the Project Schedule as approved by the Owner. The Designer shall be entitled to Extra Services in accordance with Article 8.3 should the Project be delayed beyond the 60-day period described in Article 8.3 for reasons beyond the control of the Designer. 6.5 Final Installment: The Designer shall be paid the unpaid balance of the fee for Construction Phase/Final Completion as stipulated in Attachment A (as that fee may be amended), upon compliance with the following requirements: Approval of the Certificate of Final Completion of construction (such Certificate to be in the form developed by the Authority). In cases where a Certificate of Partial Release of Retainage is approved, the Designer shall be paid up to an amount commensurate with the percent of retainage released until a Certificate of Final Completion is approved; and Delivery by the Designer to the Owner of the Record Drawings required by this Contract; and Verification of payment to MBE/WBE Subconsultants or Subconsultants identified on Attachment C and as required by Article 17.4; and A written evaluation of the General Contractor or CM at Risk by the Designer from which the Owner shall be able to complete its submission of the Contractor Evaluations as required by M.G.L. c D(7) In the event that the Designer is unable to comply with items and above due to reasons beyond the Designer s control, as determined by the Owner, Final Installment shall not be unreasonably withheld or delayed beyond 60 days after the date of Substantial Completion, provided that the Designer has complied with all other requirements. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 16

44 6.6 Substantial Change If there is a substantial change in the services described in the RFS to be provided by the Designer under this Contract, the Designer and the Owner will mutually agree to a written amendment describing the services and an amended Fee for Basic Services to reflect the change and reasonable cost of such change. Such changes shall be designated on Attachment F and shall be executed by the Designer and the Owner Should the Designer and the Owner be unable to negotiate a mutually acceptable amendment to the Fee for Basic Services when there has been a substantial change in the specified services, the Owner shall unilaterally and promptly determine, in good faith and supported by a written explanation in sufficient detail, a reasonable maximum dollar amount for the services as amended and process payments to the Designer subject to said maximum amount, until an amendment to the Fee for Basic Services for such change is set by later agreement between the parties, provided, that the Designer s acceptance of such payments shall not be considered a waiver by the Designer of its right to pursue a claim for additional compensation related to the change in services, and provided that such disagreement shall be immediately submitted to mediation in accordance with paragraph 18.5(b). In no event shall the Designer stop work under this Contract due to a disagreement with the Owner regarding an amendment in the Designer s Fee for Basic Services, provided that the Owner complies with its payment obligations under this Article Notwithstanding the foregoing, the amendment to this Agreement described in paragraph shall be negotiated and executed by both parties prior to the start of the subsequent Phase. ARTICLE 7: BASIC SERVICES 7.1 The Designer shall discuss with the Owner and the Authority the requirements for each Phase before beginning work on that Phase. 7.2 The Owner and the Authority will promptly review and approve the Designer's submittals. Upon completion of its review, the Owner shall promptly and in writing: (a) approve the submittal as made; or (b) approve that part of the submittal that is acceptable and reject the remainder; or (c) reject the submittal; or (d) require the Designer to submit additional information or details in support of its submittal The description of Designer Services required during the various Phases as described in the RFS and hereinafter may include specification of the number of submittals the Designer will be required to make and estimates of the approximate number of meetings that the Designer will be required to prepare for and attend during each Phase. MSBA Designer Services Base Contract for both DBB & CM-R Projects v Page 17